UTSL vs DVLU
Comparison between DIREXION DAILY UTILITIES BULL 3X SHARES (UTSL, ETF) and FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF (DVLU, ETF).
5-Year PerformanceDVLU has outperformed UTSL, delivering a return of +13.2% compared to +10.5%
UTSL vs DVLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UTSL
$46M
DVLU
$46M
Expense Ratio
UTSL
N/A
DVLU
0.60%
Max Drawdown
UTSL
79.55%
Winner
DVLU
53.26%
Sharpe Ratio
UTSL
0.42
Winner
DVLU
1.77
5Y Beta
Winner
UTSL
0.93
DVLU
0.97
P/E Ratio
UTSL
20.25
Winner
DVLU
16.61
Forward P/E
UTSL
18.83
Winner
DVLU
12.16
PEG Ratio
UTSL
0.82
Winner
DVLU
0.10
5Y Dividends CAGR
Winner
UTSL
15.75%
DVLU
3.41%
5Y EPS CAGR
Winner
UTSL
13.01%
DVLU
12.68%
Debt to Equity
UTSL
125.85%
Winner
DVLU
-89.31%
P/S Ratio
UTSL
2.93
Winner
DVLU
0.90
P/B Ratio
UTSL
2.35
Winner
DVLU
2.01
UTSL vs DVLU - Holdings Comparison
UTSL and DVLU have 3 common holdings. Overlap is 2.29%
UTSL's top 25 holdings weight is 98.88%. DVLU's top 25 holdings weight is 68.04%.
| Rank | UTSL | DVLU |
|---|---|---|
| #1 | DREYFUS GOVT CASH MAN INS (n/a) - 19.81% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 6.03% |
| #2 | UTILITIES SELECT SECTOR INDEX SWAP (n/a) - 12.26% | DELTA AIR LINES INC (DAL) - 3.58% |
| #3 | NEXTERA ENERGY INC (NEE) - 8.92% | TD SYNNEX CORP (SNX) - 3.36% |
| #4 | SOUTHERN CO (SO) - 5.31% | INVESCO LTD (IVZ) - 3.32% |
| #5 | GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 5.03% | GENERAL MOTORS CO (GM) - 3.10% |
| #6 | DUKE ENERGY CORP (DUK) - 4.84% | POPULAR INC (BPOP) - 2.94% |
| #7 | CONSTELLATION ENERGY CORP (CEG) - 3.71% | OLD NATIONAL BANCORP (ONB) - 2.88% |
| #8 | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.62% | U.S. BANCORP (USB) - 2.82% |
| #9 | SEMPRA (SRE) - 2.99% | AGNC INVESTMENT CORP (AGNC) - 2.80% |
| #10 | DOMINION ENERGY INC (D) - 2.97% | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.80% |
| #11 | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 2.73% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 2.77% |
| #12 | ENTERGY CORP (ETR) - 2.55% | CITIGROUP INC (C) - 2.72% |
| #13 | XCEL ENERGY INC (XEL) - 2.44% | EDISON INTERNATIONAL (EIX) - 2.66% |
| #14 | VISTRA CORP (VST) - 2.39% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 2.65% |
| #15 | EXELON CORP (EXC) - 2.35% | OSHKOSH CORP (OSK) - 2.44% |
| #16 | CONSOLIDATED EDISON INC (ED) - 2.01% | OVINTIV INC (OVV) - 2.40% |
| #17 | CASH (n/a) - 1.97% | BUNGE GLOBAL SA (BG) - 2.36% |
| #18 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.97% | TEXTRON INC (TXT) - 2.26% |
| #19 | WEC ENERGY GROUP INC (WEC) - 1.85% | DEVON ENERGY CORP (DVN) - 2.16% |
| #20 | PG&E CORP (PCG) - 1.83% | WELLS FARGO & CO (WFC) - 2.15% |
| #21 | DTE ENERGY CO (DTE) - 1.55% | AGCO CORP (AGCO) - 2.09% |
| #22 | AMEREN CORP (AEE) - 1.53% | HF SINCLAIR CORP (DINO) - 2.06% |
| #23 | ATMOS ENERGY CORP (ATO) - 1.43% | VALERO ENERGY CORP (VLO) - 1.95% |
| #24 | CENTERPOINT ENERGY INC (CNP) - 1.41% | AT&T INC (T) - 1.92% |
| #25 | EDISON INTERNATIONAL (EIX) - 1.41% | PHILLIPS 66 (PSX) - 1.82% |
| Total Holdings | 37 | 52 |
UTSL vs DVLU - Historical Returns
Returns include dividend reinvestment.
1M
UTSL
+0.23%
Winner
DVLU
+3.80%
3M
UTSL
-2.97%
Winner
DVLU
+9.53%
6M
UTSL
+8.09%
Winner
DVLU
+12.29%
1Y
UTSL
+12.22%
Winner
DVLU
+37.13%
5Y(CAGR)
UTSL
+10.46%
Winner
DVLU
+13.18%
10Y(CAGR)
UTSL
+8.74%
DVLU
N/A
Max(CAGR)
UTSL
+8.74%
Winner
DVLU
+11.24%
UTSL vs DVLU - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | UTSL | DVLU |
|---|---|---|
| 2026 | +6.16% | +13.21% |
| 2025 | +26.55% | +23.99% |
| 2024 | +48.21% | +13.62% |
| 2023 | -35.51% | +21.07% |
| 2022 | -11.56% | -10.61% |
| 2021 | +60.76% | +43.88% |
| 2020 | -36.19% | -7.46% |
| 2019 | +90.52% | +28.51% |
| 2018 | +1.10% | -24.03% |
| 2017 | +11.30% | N/A |
UTSL vs DVLU Drawdown Comparison
The maximum drawdown for UTSL was -79.55%, occurring on Mar 23, 2020. Recovery took 1512 trading sessions.
The maximum drawdown for DVLU was -53.26%, occurring on Mar 23, 2020. Recovery took 265 trading sessions.
The current UTSL drawdown is -19.31%.
| Rank | UTSL | DVLU |
|---|---|---|
| #1 | -79.55% Feb 18, 2020 - Feb 24, 2026 | -53.26% Jan 17, 2020 - Feb 5, 2021 |
| #2 | -40.98% Nov 14, 2017 - Mar 8, 2019 | -26.57% Sep 20, 2018 - Nov 26, 2019 |
| #3 | -28.46% Feb 27, 2026 - Jun 1, 2026 | -24.86% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -16.80% Sep 26, 2019 - Jan 15, 2020 | -22.36% Jun 7, 2022 - Dec 14, 2023 |
| #5 | -15.14% Jun 16, 2017 - Aug 15, 2017 | -12.24% Feb 9, 2026 - Apr 30, 2026 |
| #6 | -11.02% Mar 26, 2019 - May 22, 2019 | -11.18% Jun 1, 2021 - Oct 18, 2021 |
| #7 | -9.89% Jul 18, 2019 - Aug 19, 2019 | -10.31% Mar 29, 2022 - Jun 7, 2022 |
| #8 | -9.66% May 23, 2019 - Jun 5, 2019 | -8.56% Jan 13, 2022 - Mar 29, 2022 |
| #9 | -9.38% Aug 29, 2017 - Nov 3, 2017 | -8.53% Nov 24, 2021 - Jan 4, 2022 |
| #10 | -8.20% Jun 21, 2019 - Jul 18, 2019 | -8.44% Mar 28, 2024 - Jul 30, 2024 |
| #11 | -6.29% Jun 6, 2019 - Jun 14, 2019 | -8.28% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -5.91% Sep 4, 2019 - Sep 19, 2019 | -6.85% Mar 29, 2021 - May 4, 2021 |
| #13 | -4.72% Mar 15, 2019 - Mar 22, 2019 | -6.33% Mar 15, 2021 - Mar 29, 2021 |
| #14 | -4.14% Jun 2, 2017 - Jun 16, 2017 | -5.61% Nov 12, 2025 - Nov 25, 2025 |
| #15 | -4.12% Aug 22, 2019 - Aug 27, 2019 | -5.58% Oct 18, 2024 - Nov 8, 2024 |
Correlation
Correlation between UTSL and DVLU is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
Dividend Comparison (2017 - 2026)
UTSL vs DVLU dividend yield comparison.
| Year | UTSL | DVLU |
|---|---|---|
| 2026 | 0.89% | 0.31% |
| 2025 | 1.69% | 0.73% |
| 2024 | 1.61% | 1.06% |
| 2023 | 3.61% | 1.34% |
| 2022 | 1.15% | 2.18% |
| 2021 | 1.19% | 1.33% |
| 2020 | 1.40% | 1.34% |
| 2019 | 5.01% | 1.71% |
| 2018 | 1.46% | 0.58% |
| 2017 | 0.57% | 0.00% |
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